In this episode, Michael Merlin, Founder and Private Advisor at Merlin Wealth Management sits down with Adam Compton, SVP Head of MWM Asset Management and Adam Abramson, SVP Head of MWM High Net Worth and Corporate Services to discuss their thoughts on 3Q23, the current geopolitical environment, the current fiscal policy environment, and their potential impact on 2024 and beyond.

This material was prepared by Rockefeller Capital Management. The views expressed of the host and guests in this episode are as of a particular point in time and are subject to change without notice. The views expressed by the speakers are solely their own and may differ from or conflict with those of other divisions in Rockefeller Capital Management.

This information was provided for illustrative and educational purposes only. It should not be construed as an investment recommendation, investment advice, an offer of Rockefeller investment advisory or brokerage services or a projection or illustration of the performance of any particular investment or strategy offered by Rockefeller.

Forward-looking statements including those presented herein are inherently uncertain as future events may differ materially from those reflected and past performance is not a guarantee of future performance. This podcast was recorded at Rockefeller Capital Management Buckhead in Atlanta, GA.